User as field | Twenty | Page 1

dark rose Jul 4, 2025, 2:49 AM

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I am exploring if twenty could be a good crm for my use case. Assume a real estate brokerage, where we have leads and clients that need owners records. ie; I need to assign a user as the broker on record. From what I can tell, only user created objects can be selected. Any thoughts?

frozen salmon Jul 4, 2025, 5:18 AM

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hey @dark rose . You can add a new relational field, and use "Workspace Members" as the Object Destination. have a look at my screenshot. we have an active Twenty instance for real estate btw

dark rose Jul 4, 2025, 2:13 PM

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Thank you for this. Mind if I ask you another question about your in-house protocols? Do you give all brokers access to the entire client list or are lists exclusive to each broker?

#User as field